Truelytics is the leading business intelligence platform to measure advisor performance, empower practice management, and benchmark success.
Our software focuses financial advisors and practice managers on key areas of the advisor’s business that require support while offering wealth management executives the ability to stack rank and benchmark how current and prospective advisors perform across 50 critical KPI both internally as well as against the marketplace.
Our software focuses financial advisors and practice managers on key areas of the advisor’s business that require support while offering wealth management executives the ability to stack rank and benchmark how current and prospective advisors perform across 50 critical KPI both internally as well as against the marketplace.
Location: United States, Texas, Austin
Employees: 11-50
Phone: +1 833-312-1777
Founded date: 2016
Investors 4
| Date | Name | Website |
| 23.09.2021 | gener8tor | gener8tor.... |
| - | Right Side... | rightsidec... |
| - | Althea Gro... | altheagrou... |
| 22.01.2022 | MassChalle... | masschalle... |
Mentions in press and media 1
| Date | Title | Description |
| 17.12.2021 | MassChallenge Announces 2022 FinTech Cohort | Boston, MA (December 17, 2021) - MassChallenge, the global network for innovators, today announces the 24 startups invited to participate in the 2022 FinTech cohort. Meet the MassChallenge FinTech 2022 cohort here. “We are excited to wel... |